Retirement plan

BRONSON AND BRATTON, INC. EMPLOYEES RETIREMENT SAVINGS PLAN

Name: BRONSON AND BRATTON, INC. - BRONSON AND BRATTON, INC. EMPLOYEES RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: BRONSON AND BRATTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRONSON AND BRATTON, INC. EMPLOYEES RETIREMENT SAVINGS PLAN, BRONSON AND BRATTON, INC.

BRONSON AND BRATTON, INC.EIN 36-2722700Plan #001PY 2017

220 SHORE DRIVE - BURR RIDGE, IL 60527630-986-1815bronsonandbratton.comLinkedIn51-200 employeesmechanical or industrial engineering

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.4M

+17.7% from 2016

Total participants

120

-8.4% from 2016

Average account balance

$136,451

+28.5% from 2016

Annual return

19.78%

+14.69 pp from 2016

Benchmarks

See 145 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Cohort145 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$19.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

114

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$723K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.80%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$415

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 27 231 S. LASALLE STREET · CHICAGO, IL 60604	Advisory (Plan)	$7,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Contract Administrator	$324
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$52
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$74 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD,LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,451

$83,681+63.1%

$82,312+65.8%

Participation rate

100.0%

75.1%+24.9pp

76.9%+23.1pp

Annual return

19.78%

13.76%+6.0pp

25.88%-6.1pp

Employer contribution / active EE

$2,378

$1,471+61.7%

$2,428-2.1%

Participant deferral / active EE

$4,447

$2,851+56.0%

$3,706+20.0%

Admin fee / account holder

$61

$3,032-98.0%

$5,608-98.9%

Provider

Service type

Compensation

WINTRUST INVESTMENTS LLC1 year

Filed as: WAYNE HUMMER INVESTMENTS, LLC

Service code 27

231 S. LASALLE STREET · CHICAGO, IL 60604

Advisory (Plan)

$7,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 13

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Contract Administrator

$324

CHARLES SCHWAB & CO., INC.3+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$52

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO., INC

Service code 59

Shareholder Servicing

BRONSON AND BRATTON, INC. EMPLOYEES RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRONSON AND BRATTON, INC. EMPLOYEES RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion